Welcome!

Orgzit is structured through Accounts, Workspaces, Tables, Records, and Data Fields. 

Finding your way around

The following are the basic components of Orgzit. 

Accounts

When you start to set up Orgzit for your organization, your first step will be to create an Account.

Let’s understand what Accounts are!

In Orgzit, Accounts are representative of your organization. Like your organization, you can have different divisions and business workflows in your Orgzit Account. All the members of your organization can come together within the account and work on their respective workflows and processes which will be there in the form of different workspaces within your account.

So, for instance, you have a company called Acme Solutions, you can have an Orgzit account under the name of Acme Solutions, and all your different processes like CRM, Task Management, Order Tracking can be the different workspaces. Now, let's understand what exactly are these workspaces!

Workspaces

A workspace is a single database containing all the information you need for neatly organizing your information. It’s the equivalent of a workbook in traditional spreadsheet programs. You can create Workspaces for your different organizational workflows and process, like, CRM, Task Management, Order Management, Lead Tracking, etc.


A workspace can consist of one or multiple tables, having well-organized information. For eg, for an Order Management Workspace, List of Orders, Payment Tracking, Customer Information can be different tables.

Orgzit also provides a list of ready-to-use templates in the Orgzit Library. You can download and use these templates according to your use case.

Let's see what are tables now.

Tables

Tables are specially crafted lists that keep all your data organized and lets you play around with data to get exciting insights into your work. Each Workspace can have one or more tables, similar to worksheets in a spreadsheet. 

Orgzit tables allow you to store, organize, and analyze data in the form of lists. With tables, you can track every activity that constitutes your work. For example, you can store all details about your leads, customers in different tables and can also record orders and payments in other tables.

Learn how to set up a table by reading this support article.

Records

Records contain the actual data that runs your business day after day. Records are the database equivalent of a row in a spreadsheet. A record could be a task, a sales lead, a physical asset that you own, or anything you choose.

Deep dive and understand everything about records in this support article.

Data Fields

Data Fields are the database equivalent of a column in a spreadsheet. Every record can have multiple data fields, storing different types of data like text, numbers, images, documents, etc.

Read this support article to learn how to add a data field.

These were the basic building blocks of Orgzit. Each one of them supports a lot of interesting features that help increase the efficiency of any business workflow.

You can start by learning about the collaboration features, access levels, and dashboard widgets in Orgzit.

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